It is great to see some decent conversation on business strategies and potential rather than some weird comparisons and data. Where were you guys all these time? Portfolio has 50% growth and at the same time defensive during slow down. If you read individually reports on the big ones like MSFT, Google, Amazon future expectations are still extremely high. Beauty is that these make billions as at today and still expecting to grow. FB,Netflex in my opinion I have come around to the idea those have big markets to safeguard and capture too. Companies like SAP, Starbucks, McDonald’s should have a reasonable growth rate. Utilities will be lower. Alibaba will do well without Chinese interferences. As Hamish says this portfolio is constructed with knowledge he can sleep well in the night. Over 10 to 15 year period MFG will do better or par with any other fund. If not for Covid I don’t think we will be having this discussion.
MFG Price at posting:
$35.30 Sentiment: Buy Disclosure: Held
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